See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,442 | $158,398-97.8% | $126,539-97.3% | $142,382-97.6% |
| Participation rate | 70.0% | 75.8%-5.8pp | 69.8%+0.2pp | 80.1%-10.1pp |
| Annual return | 21.28% | 593.76%-572.5pp | 425.95%-404.7pp | 217.08%-195.8pp |
| Employer contribution / active EE | $140 | $4,650-97.0% | $3,674-96.2% | $4,299-96.7% |
| Participant deferral / active EE | $936 | $4,767-80.4% | $4,083-77.1% | $6,507-85.6% |
| Admin fee / account holder | $28 | $6,918-99.6% | $6,065-99.5% | $12,624-99.8% |